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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,658 | $65,027-39.0% | $90,970-56.4% | $79,852-50.3% |
| Participation rate | 18.4% | 61.6%-43.2pp | 69.0%-50.6pp | 69.6%-51.2pp |
| Annual return | 13.51% | 30.45%-16.9pp | 134.58%-121.1pp | 31.72%-18.2pp |
| Employer contribution / active EE | $523 | $1,247-58.1% | $2,122-75.4% | $2,471-78.8% |
| Participant deferral / active EE | $1,126 | $2,512-55.2% | $3,373-66.6% | $3,740-69.9% |
| Admin fee / account holder | $839 | $4,535-81.5% | $5,960-85.9% | $5,306-84.2% |